Charlotte Taft

Charlotte Taft is the Director of Business Intelligence at Callahan & Associates. She leads the business intelligence team, partnering with other Callahan teams to provide data-driven insights and strategy on Callahan’s websites and software products. Prior to joining Callahan, she worked as an AdWords account strategist at Google, specializing in small business ads policy. Before Google, she was an associate with the Moody’s Analytics Risk Management Consulting team. A former Division I athlete, she graduated from Yale University with distinction in anthropology and was a member of the women’s rowing team. Contact her at or on Twitter @CTaftCUs


The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union's analytics journey.

In this interactive session, Suncoast Credit Union’s ($11B, FL) Data Analytics team, lead by Nolan Walker, joins us to talk about the different roles, responsibilities, and challenges that face their squad. Register for this session and log on to hear about how their team tackles data science, data management, and more.

Tableau User Group: Melissa Pomeroy takes us through St. Mary's five year, four step analytics journey.


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November 2019 Credit Union Power BI User Group Getting Started, Key Decisions, & Useful Tips

By Charlotte Taft | Nov. 7, 2019

An interactive dashboard by Callahan & Associates offers insight into the loan portfolio of any credit union in the United States.


Contact Charlotte Taft

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